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CCG Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

CCG Wealth Management’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
3,631
-4
-0.1% -$1.11K 0.25% 57
2026
Q1 		$990K Buy
3,635
+30
+0.8% +$8.58K 0.27% 58
2025
Q4 		$1.04M Hold
3,605
– – 0.44% 37
2025
Q3 		$936K Buy
3,605
+257
+8% +$64.5K 0.44% 35
2025
Q2 		$831K Buy
3,348
+120
+4% +$29.7K 0.44% 34
2025
Q1 		$855K Hold
3,228
– – 0.51% 32
2024
Q4 		$819K Sell
3,228
-572
-15% -$154K 0.46% 32
2024
Q3 		$1.07M Sell
3,800
-734
-16% -$204K 0.6% 29
2024
Q2 		$1.21M Sell
4,534
-710
-14% -$186K 0.68% 24
2024
Q1 		$1.42M Sell
5,244
-1
-0% -$263 0.85% 21
2023
Q4 		$1.31M Hold
5,245
– – 0.88% 23
2023
Q3 		$1.23M Hold
5,245
– – 0.81% 23
2023
Q2 		$1.28M Hold
5,245
– – 0.81% 21
2023
Q1 		$1.25M Hold
5,245
– – 0.83% 23
2022
Q4 		$1.3M Hold
5,245
– – 0.72% 23
2022
Q3 		$1.17M Sell
5,245
-268
-5% -$64K 0.72% 23
2022
Q2 		$1.3M Hold
5,513
– – 0.73% 23
2022
Q1 		$1.4M Hold
5,513
– – 0.69% 25
2021
Q4 		$1.47M Hold
5,513
– – 0.77% 25
2021
Q3 		$1.36M Sell
5,513
-42
-0.8% -$10.8K 0.79% 32
2021
Q2 		$1.37M Hold
5,555
– – 1.07% 21
2021
Q1 		$1.27M Hold
5,555
– – 1.25% 20
2020
Q4 		$1.24M Hold
5,555
– – 1.31% 22
2020
Q3 		$1.13M Hold
5,555
– – 1.06% 22
2020
Q2 		$1.07M Sell
5,555
-3,958
-42% -$743K 1% 24
2020
Q1 		$1.58M Sell
9,513
-830
-8% -$152K 1.52% 18
2019
Q4 		$1.98M Sell
10,343
-322
-3% -$57.7K 1.26% 24
2019
Q3 		$1.79M Buy
10,665
+116
+1% +$19.9K 1.22% 24
2019
Q2 		$1.83M Sell
10,549
-87
-0.8% -$14.7K 1.31% 22
2019
Q1 		$1.83M Buy
10,636
+4,580
+76% +$776K 1.47% 21
2018
Q4 		$973K Buy
+6,056
New +$1.03M 0.95% 23

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCG Wealth Management's VHT Position: Q2 2026 in Review

CCG Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 0.11% in Q2 2026, selling an estimated $1.11K and leaving 3,631 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #57.

CCG Wealth Management first reported a position in VHT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.98M in Q4 2019. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • CCG Wealth Management held 3,631 shares of Vanguard Health Care ETF worth $1.09M as of Q2 2026.
  • CCG Wealth Management sold 4 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.11K.
  • Vanguard Health Care ETF made up 0.25% of CCG Wealth Management's portfolio in Q2 2026, its #57 holding.
  • CCG Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 31 quarters since.
  • CCG Wealth Management's Vanguard Health Care ETF position peaked at $1.98M in Q4 2019.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.